Finance

Senior Client Service Manager, Retirement Plan Services

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B . What you’re responsible for Leading approximately 5-8 sizable growing client relationships. Understand assigned practice plans to ensure administration is completed in accordance with plan provisions. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: 10 years of experience working with large, complex employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. Effectively service plans with varying level of complexity. Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes. Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Round Rock, TX

  • no content

Customer Service - Bank

Position Type: Regular Your opportunity START DATE: April 20th, 2026 At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. What you have Required Qualifications Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. Ability to work in the office up to 75% - 100% of the time, as required . Preferred Qualifications Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. Ability to establish rapport with clients over the phone to create long term relationships with Schwab. Desire to be part of a supportive and collaborative team. High attention to detail to adhere to extensive bank policies, procedures, and guidelines. Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. campus What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Evergreen, CO

  • no content

Investment Consultant- Atlanta (Peachtree Corners), GA

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Parkway, GA

  • no content

Senior Client Service Manager, Retirement Plan Services

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B . What you’re responsible for Leading approximately 5-8 sizable growing client relationships. Understand assigned practice plans to ensure administration is completed in accordance with plan provisions. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: 10 years of experience working with large, complex employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. Effectively service plans with varying level of complexity. Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes. Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Austin, TX

  • no content

Licensed Global Investing Specialist

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services Preferred Qualifications: Bachelor’s degree Current or previous contact center experience Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Uhland, TX

  • no content

Senior Client Service Manager, Retirement Plan Services

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B . What you’re responsible for Leading approximately 5-8 sizable growing client relationships. Understand assigned practice plans to ensure administration is completed in accordance with plan provisions. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: 10 years of experience working with large, complex employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. Effectively service plans with varying level of complexity. Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes. Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • San Marcos, TX

  • no content

Senior Regional Manager, Schwab Wealth Advisory

Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at - Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships - You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. Managing change - The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP® designation, CFA® designation required (may consider 24 month condition of employment) Bachelor’s Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years’ experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Charlotte, NC

  • no content

Senior Institutional Wealth Consultant-Ultra High Net Worth

Position Type: Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Your opportunity: Charles Schwab is expanding its Institutional and Organizational client capabilities. As the Senior Institutional Wealth Consultant, you will serve as the strategic relationship manager for some of our largest and most complex client entity relationships, ranging from nonprofits and foundations to operating companies and sophisticated organizational structures. You will deliver tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch and institutional-grade experience aligned to their mission, governance model, and long-term financial objectives: Manage a dedicated practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, among others Retain and grow institutional client relationships by driving net asset flows, deepening share of wallet, improving client satisfaction, and proactively identifying opportunities for consolidation Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to ensure each institution experiences a high-tough and institutional grade experience Partner with specialists: including fixed income, alternatives, corporate cash management, and institutional trading specialists, to deliver holistic solutions aligned to the complex needs of institutional clients Engage boards, investment committees, and senior executives by preparing and delivering sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and oversight. Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer requirements, and reporting expectations, partnering closely with onboarding, compliance, and operations What you are good at: Wealth management and investment products expertise including equities, fixed income, mutual funds, liquidity management,charitable gifting transaction support, insurance and annuity structures Ability to listen to and translate Institutional needs into actions aligned with their long-term strategic, financial, and mission driven goals Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for Institutional clients Understands organizational “trigger events” (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactively uses these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation Passion for helping Institutional clients plan for their financial goals and objectives Follows all relevant risk, supervision, and controls requirements to uphold Schwab’s high standards for governance, compliance, and policy adherence Able to adjust style of communication to best engage with others and help others succeed Demonstrates and encourages collaboration and teamwork cross-functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Flexible in changing environmental, economic, and client needs What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Highly Preferred Qualifications · Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP · Bachelor’s degree Required Qualifications: Must have: · Active & valid FINRA Series 7 license- (may be obtained within a 90 day condition of employment) · Active & valid FINRA Series 66 (63/65) license · Active & valid Life & Health insurance · 10 years of financial services industry experience · 5 years of Ultra-HNW and/or Institutional client experience Internal eligibility criteria for existing Sr. Wealth Consultants · 10 years practice management or 5 years commensurate UHNW experience with high concentration of Institutional clientele in book · High number (30) of $10M Institutional and/or UHNW ($50M) retail relationships, ideally in last 3-5 years What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Huntington Park, CA

  • no content

Licensed Global Investing Specialist

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services Preferred Qualifications: Bachelor’s degree Current or previous contact center experience Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • South Clermont, FL

  • no content

Senior Institutional Wealth Consultant-Ultra High Net Worth

Position Type: Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Your opportunity: Charles Schwab is expanding its Institutional and Organizational client capabilities. As the Senior Institutional Wealth Consultant, you will serve as the strategic relationship manager for some of our largest and most complex client entity relationships, ranging from nonprofits and foundations to operating companies and sophisticated organizational structures. You will deliver tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch and institutional-grade experience aligned to their mission, governance model, and long-term financial objectives: Manage a dedicated practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, among others Retain and grow institutional client relationships by driving net asset flows, deepening share of wallet, improving client satisfaction, and proactively identifying opportunities for consolidation Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to ensure each institution experiences a high-tough and institutional grade experience Partner with specialists: including fixed income, alternatives, corporate cash management, and institutional trading specialists, to deliver holistic solutions aligned to the complex needs of institutional clients Engage boards, investment committees, and senior executives by preparing and delivering sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and oversight. Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer requirements, and reporting expectations, partnering closely with onboarding, compliance, and operations What you are good at: Wealth management and investment products expertise including equities, fixed income, mutual funds, liquidity management,charitable gifting transaction support, insurance and annuity structures Ability to listen to and translate Institutional needs into actions aligned with their long-term strategic, financial, and mission driven goals Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for Institutional clients Understands organizational “trigger events” (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactively uses these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation Passion for helping Institutional clients plan for their financial goals and objectives Follows all relevant risk, supervision, and controls requirements to uphold Schwab’s high standards for governance, compliance, and policy adherence Able to adjust style of communication to best engage with others and help others succeed Demonstrates and encourages collaboration and teamwork cross-functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Flexible in changing environmental, economic, and client needs What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Highly Preferred Qualifications · Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP · Bachelor’s degree Required Qualifications: Must have: · Active & valid FINRA Series 7 license- (may be obtained within a 90 day condition of employment) · Active & valid FINRA Series 66 (63/65) license · Active & valid Life & Health insurance · 10 years of financial services industry experience · 5 years of Ultra-HNW and/or Institutional client experience Internal eligibility criteria for existing Sr. Wealth Consultants · 10 years practice management or 5 years commensurate UHNW experience with high concentration of Institutional clientele in book · High number (30) of $10M Institutional and/or UHNW ($50M) retail relationships, ideally in last 3-5 years What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Arco Plaza, CA

  • no content

Licensed Global Investing Specialist

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services Preferred Qualifications: Bachelor’s degree Current or previous contact center experience Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Pflugerville, TX

  • no content

Specialist, Advisor Wealth Services Cost Basis

Position Type: Regular Your opportunity Schwab Advisor Wealth Services (AWS) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. The Advisor Wealth Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment. Key responsibilities may include: Answer in-bound calls from Advisors, Advisor Wealth Services and Alliance representatives Respond to client and service team requests received via email Conduct training for Advisors and Business Partners Accurately process statement and cost basis enrollment forms What you have To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have. Required Qualifications: Understanding and recognition of Advisor Wealth Services and risk factors related to Cost Basis, Tax Reporting, Corporate Actions and Brokerage Statements. Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills. Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects. Problem-solving skills: Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics 1 year(s) Customer Service experience. Bachelor’s degree or 2 years’ experience in the financial industry. Intermediate Excel skills- ability to handle large amounts of data using Excel. Preferred Qualifications: Experience working with regulatory or risk issues preferred SIE or Series 7 preferred but not required. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Apopka, FL

  • no content